The AmericanTCS 401(k) Composite Benchmark delivered a –0.52% return in the third quarter of 2024, slightly better than the –1.26% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 2.41% as it experienced...

NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group. Jeff, who has been at the forefront of the wealth management industry for over three decades, played an...

William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina STAMFORD, Conn., JAN. 29, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and...

Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and Strong Organic Growth Supported by Key Strategic Initiatives PITTSBURGH, DEC. 12, 2024 —  NewEdge Capital Group, LLC, a leading and growing wealth...

For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year, we are honored to be listed at No. 5. It’s a testament to the caliber of our firm’s talent and we are grateful to be recognized among our peers....

We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s Top RIA Firms list. In our third year of eligibility, we’re honored to be considered among the other leaders of our industry.   Forbes/Shook rankings...

Record Growth in Custody, Trading, Administration, Brokerage, Investment Management and Technology Solutions PITTSBURGH, Penn., DEC. 3, 2024 — EdgeCo Holdings, LP, (“EdgeCo”) is pleased to announce it achieved a new record by surpassing $600 billion in assets serviced...

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn., NOV. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices...

The AmericanTCS 401(k) composite benchmark delivered a 5.90% return in the third quarter of 2024, right in line with the 5.99% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 5.89%, as it experienced some...

NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group  PITTSBURGH, Dec. 4, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...